Product Update 27.0.7.42879 for Microsoft Dynamics 365 Business Central

New Feature – Project Cash Flow - Stabilization + Report + Graph

The graphs related to Project Cash Flow have now been added to the Project Cash Flow Worksheet and can be viewed from the Project Cash Flow Projections present on the Project card.

New Feature – Work Order Site Details Integrate to Crew Timesheet

A new action "Get Work Order Time Entries" has been added to the Crew Time Sheet page. The feature enables users to retrieve Work Order Site Details directly into Crew Time Sheet lines.

On the Work Order Site Details page, two new fields, "Entry Status" and "Submitted Hours", have been added to track the status of each time entry and hours submitted against the work performed.

New Feature – Project Address Setup on Subcontract Commitment

This ticket has been re-released to include updates that were not fully applied in the previous release version 27.0.6.42879.

New Feature – Variance Report – Detailed Transaction Visibility for Usage Entries

When multiple Project Ledger Entries exist for the same Item, Resource, or G/L Account with different descriptions, the Variance Report may summarize them into a single line and display only one description.

To view each entry with its original description, enable the "Detail Ledger Entries" option on the request page.

This will display the Project Ledger Entries separately instead of summarizing them.

New Feature – POC Report to Show 100% for Completed Projects

The Pct of Completion report now shows 100% in the "Pct Done" column, which auto-updates the "Total Cost Estimate" column to equal the "To Date Cost" column.

• Since the TCE is set to 100%, this will also impact other columns as follows:
  • "Recognized Revenue" based on the formula: (Pct Done* Contract Price) /100
    • This implies: Recognized Revenue = Contract Price
  • "Recognized Profit" based on the formula: Recognized Revenue - To Date Costs
  • "Over Billings" is based on the formula: To Date Billings - Recognized Revenue
  • "Under Billings" is based on the formula: Recognized Revenue - To Date Billings
• If Master Project is set to "Completed", then the report shows Pct Done as 100%.
• Master with Sub-Level Projects:
  • If Master is "Completed" and Sub-Levels are not, then there is no change in the report, and the details appear as is with no change
  • If Master and sub-levels are all "Completed", then the Pct Done is shown as 100% on the report, and henceforth the other columns.

Enhancement – Rearrangement of PFW Actions, Project Cost Category Prices Columns, Projects Setup Tooltip

Project Forecast Worksheet: The action buttons on the project forecast worksheet's ribbon have been reorganized in the order of use.

Project Cost Category Prices: The "Markup%" column has been swapped with the "Degree of Difficulty" column.

Projects Setup: The caption and tooltip for the highlighted have been updated.

• Caption - Allow Planning Lines on Multiple Subcontracts
• Tooltip - Specifies if you are allowed to select a planning line multiple times on a subcontract or a subcontract change order.

New Feature – Budgeted and Actual Hours to Include Only "Labor" Cost Category Type for Project Task Lines

Earlier, the Budgeted Hours and Actual Hours fields on the Project Task Lines page were populated from Project Planning Lines and Project Ledger Entries for all Resource-type records with UOM = HR/HOUR.

This has been enhanced to update the calculation logic so that only Cost Categories with "Labor" Type are considered when calculating and displaying Budgeted Hours and Actual Hours. Entries associated with other cost categories are now excluded from these totals.

When drilling into the "Budgeted Hours" column values, the applied filter on the project planning lines looks like below:

When drilling into the "Actual Hours" column values, the applied filter on the project ledger entries looks like below:

A new batch "Backfill Cost Category Type" has been created to update the existing entries according to the new filters. This batch can be accessed through global search.

New Feature – Project Summary Details - Access from Project Card under Analytics

The Project Summary Details can now be accessed from the Project Card.

Enhancement – Progress Billing Sales Invoice when Releasing Stored Material

The below highlighted validation has been removed when releasing the full stored materials amount with the retention amount simultaneously on the progress billing requisition. Hence, it creates the sales invoice as a Retention Document when the Make Sales Document function is used.

New Feature – Enable Default Project Material Planning through Projects Setup

A new Projects Setup, "Enable Default Project Material Planning," has been introduced on the project material planning fast tab. It automatically enables the "Use Project Material Planning" Boolean on the project card when a new project is created.

Along with this, all the captions and the tooltips under this fast tab have been enhanced with clear instructions.

Improvement – Project Journal Quantity Calculation in PMP

This ticket has been re-released to include updates that were not fully applied in the previous release version 27.0.11.42879.

Improvement – User Permission for Forecast Deletion

• Allow Forecast Deletion: Forecast entries could previously be deleted regardless of the setup value. This setup now controls whether users are allowed to delete forecast entries.
• Allow Rev. Rec. Entries Deletion: Revenue Recognition entries could previously be deleted regardless of the setup value. This setup now controls whether users can delete Revenue Recognition entries.

Improvement – User Permission for Subcontract Reporting Status

The Allow Access to Reporting Status setup on User Setup now controls whether users can modify the Reporting Status field on Subcontract Change Request Classes, ensuring the field can only be edited when access is enabled in the setup.

Improvement – Project Quote and Subcontracts Attachments

The Attachments on the Project Quote and the Subcontracts now work fine. This was due to the conflict between the latest version of MS and the product.

Improvement – APO Code for Historical Imported Project Planning Lines

A new batch action, "Update Historical APOs on Planning Lines," has been added to the Project Planning Lines page. This batch updates the APO Code for historical records in the Job Planning Line table and is also accessible through Global Search.

Improvement – Variance Report - PMP Commitment Qty and Cost to Purchase Orders Only

The Committed PMP Qty and Committed PMP Cost fields in the Variance Report have been updated to retrieve data only from Purchase Order records (Document Type = Order).

Data from Purchase Invoices, Purchase Credit Memos, and Purchase Return Orders is excluded, ensuring that only open Purchase Order commitments are reflected in the report.

Improvement – Task-Level Dimensions Missing on Subcontract Commitment PO Lines

Updated the dimension flow logic for Subcontract Commitment Purchase Orders to allow task-level dimensions to flow when either Global Dimension 1 or Global Dimension 2 is available.

The validation now uses an OR condition instead of requiring both Global Dimensions, ensuring task-level dimensions are applied correctly.

Improvement – Synchronize Historical Project and Progress Billing Dimensions

Added a new processing-only report, "Update Project Dimensions on Progress Billings," to correct historical dimension data.

The report includes a Project No. Filter to process a specific project and provides separate options to Update Project Task Dimensions and Update Progress Billing Dimensions, allowing users to synchronize Project Task and Progress Billing dimensions with the latest Project dimension data.